The Importance of Effective Communication in Tax Planning

In this week's episode Steven is joined by none other than Matthew Jarvis to share their highlights from the incredible first annual RTS Tax Planning Summit that happened back in September. Attendees still have access to the full recordings but for everyone else who couldn't make it this year (and we heard from so many of you who wish you could have been there) the Brothers Jarvis take turns giving key takeaways and action items from the amazing agenda that spanned multiple days and several top-notch speakers. This is definitely the "cliff notes" version but still plenty you can learn and of course, get excited and block your calendar to be there for next year's encore!

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